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Innovator US Equity Power Buffer ETF November

146 hedge funds and large institutions have $663M invested in Innovator US Equity Power Buffer ETF November in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

28% more capital invested

Capital invested by funds: $517M → $663M (+$146M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more funds holding

Funds holding: 125146 (+21)

0.51% more ownership

Funds ownership: 83.26%83.77% (+0.51%)

Holders
146
Holders Change
+21
Holders Change %
+16.8%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
53
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$218M +$35.1M +1,049,756 +20%
SCA
2
Stuart Chaussee & Associates
California
$133M +$32.8M +979,917 +34%
RCM
3
Requisite Capital Management
Texas
$34.3M -$1.37M -41,061 -4%
PCM
4
Penserra Capital Management
California
$29.3M +$5.87M +175,346 +26%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.1M +$2.56M +76,421 +23%
LPL Financial
6
LPL Financial
California
$13.3M +$2.06M +61,697 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.8M -$915K -27,355 -7%
CG
8
Caprock Group
Idaho
$10M +$9.73M +291,035 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$9.09M +$370K +11,072 +4%
OWA
10
Outlook Wealth Advisors
Texas
$8.17M -$95.7K -2,861 -1%
CA
11
Cetera Advisors
Colorado
$7.41M -$172K -5,143 -2%
TC
12
TownSquare Capital
Utah
$7.19M +$4.68M +139,905 +204%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.13M +$1.12M +33,527 +19%
BPA
14
Beacon Pointe Advisors
California
$6.74M +$1.27M +38,117 +24%
SWPG
15
Strategic Wealth Partners Group
Illinois
$6.57M +$6.34M +189,479 +14,268%
AMR
16
Asset Management Resources
Massachusetts
$6.45M +$6.27M +187,390 New
LNC
17
Lincoln National Corp
Pennsylvania
$4.81M +$1.82M +54,290 +64%
BCM
18
Brookstone Capital Management
Illinois
$4.75M +$1.75M +52,337 +61%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.55M +$959K +28,659 +28%
KWS
20
Keystone Wealth Services
California
$4.51M -$77.9K -2,329 -2%
Truist Financial
21
Truist Financial
North Carolina
$3.95M +$333K +9,959 +9%
KAS
22
Kestra Advisory Services
Texas
$3.79M +$1.75M +52,409 +91%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.78M -$476K -14,232 -11%
BA
24
Bellwether Advisors
Nebraska
$3.77M -$65.5K -1,958 -2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.64M +$27.3K +815 +0.8%